Effortless Sales Management, Natively in Microsoft 365
Stay organised, responsive, and in control of your sales pipeline - right where your team already works. SoCRM brings your sales data, communications, and documents together within Microsoft 365, ensuring everything is secure, accessible, and always up to date.
Seamlessly integrated with Outlook, Teams, and SharePoint, SoCRM empowers your sales process with enterprise-grade security, single sign-on, and complete data ownership - so you can focus on building relationships and closing deals.
Why Microsoft 365-Native Matters
SoCRM runs natively inside your Microsoft 365 tenant - giving you full control over your data, seamless integration with familiar tools, and enterprise-grade security without the need for external platforms.
Seamless Integration
Works directly within Outlook, Teams, SharePoint, and Power Platform - no need for external systems or separate logins.
Familiar User Experience
Users interact with tasks and data inside the apps they already use - boosting adoption and reducing training overhead.
Data Ownership and Residency
Your data stays within your own Microsoft 365 tenant, giving you full control over where it lives and how it's managed.
Flexible Configuration
Built on Microsoft’s low-code platform, allowing fast setup, easy customisation, and scalable workflows.
Enterprise-Grade Security
Benefit from Microsoft’s built-in compliance and security standards, including GDPR, ISO 27001, and SOC.
Cost-Effective Deployment
Leverages your existing Microsoft 365 licences - avoiding the cost and complexity of third-party platforms.
WHY SoCRM?
Key Benefits
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Unified experience
Manage leads and opportunities, entirely within Microsoft 365 - no extra tools or integration needed.
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Real-time pipeline visibility
Track opportunities through customisable stages with clear pipeline views and forecasts.
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Integrated communication
Log emails, calls, meetings, and notes against leads and opportunities - all linked to the right contacts.
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Forecast with confidence
Use real-time data to build accurate sales forecasts and identify bottlenecks early.
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Scalable and configurable
Adapt SoCRM to your sales process with configurable stages, fields, and workflows.
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Mobile ready
Manage your pipeline on the go with full mobile compatibility and responsive design.
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GUIDED TOUR
Explore SoCRM
WHAT DOES IT DO
SoCRM Key Features
Lead management
Capture, qualify, and nurture leads from multiple sources. Assign owners, track engagement, and convert to opportunities when ready.
Pipeline & forecast views
Visualise your pipeline with list, board, and forecast views. Filter by owner, stage, or value to focus on what matters most.
Sales activity logging
Log calls, meetings, emails, and tasks directly against leads and opportunities. Stay on top of every interaction.
Sales stage configuration
Adapt SoCRM to your process with configurable stages, fields, and workflows.
Mobile sales access
Manage your pipeline on the go with full mobile compatibility and responsive design.
Opportunity tracking
Manage opportunities through customisable sales stages. Add notes, documents, and activities to build a complete picture of each deal.
Sales forecasting
Generate accurate forecasts using real-time opportunity data, expected close dates, and pipeline stage insights.
Sales document management
Store and manage sales documents using SharePoint. Automatically create structured folders for each opportunity.
Sales notifications & alerts
Stay informed with reminders for follow-ups, overdue tasks, and key updates on your most important opportunities.
Sales dashboards & reporting
Real-time dashboards and reports to monitor sales performance and pipeline - with the option to connect to Power BI for advanced analytics.
ONE PLATFORM
Powered by So365 One
All So365 One modules are powered by the same secure, Microsoft 365-native foundation. That means every module - including SoCRM - includes the core capabilities of the So365 One platform:
Account management
Contact management
Document management
Unified dashboards
Microsoft 365 integration
Activity tracking
Email tracking
Notifications
Mobile experience
These features ensure that no matter which module you use, your teams benefit from a consistent, connected experience across the entire customer lifecycle.
ADAPTABLE BY DESIGN
Future-proof your investment
SoCRM is a fully integrated module of the So365 One platform, designed to grow with your business. It’s easy to configure and manage, and can be tailored to your unique sales process.
Need more? SoCRM can be extended with custom fields, workflows, and automations - or used as the foundation for a bespoke sales solution built around your team’s needs.
Extend So365 One
Choose the modules that match your business needs - all fully integrated with the core platform.
